See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $183,763 | $81,208+126.3% | $98,907+85.8% | $79,858+130.1% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 22.58% | 60.99%-38.4pp | 196.43%-173.9pp | 31.71%-9.1pp |
| Employer contribution / active EE | $6,794 | $1,960+246.7% | $2,689+152.7% | $2,471+175.0% |
| Participant deferral / active EE | $6,067 | $3,265+85.8% | $4,244+42.9% | $3,740+62.2% |
| Admin fee / account holder | $8,339 | $6,013+38.7% | $6,642+25.6% | $5,306+57.2% |